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Bond
Applications
- Commercial
Bonds
- Contract
Bonds
- Fidelity
Bonds
- Errors
& Omissions Insurance
Bond
Information Sheet
Premium Billing
Rate
Cards
Contact
Us
| Contact
Us |
Willis
P.O. Box 5077
Sioux Falls, SD 57117-5077
P: 800-655-3551
F: 605-335-0393
willis@cnasurety.com
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Willis National Bond Program
An Allstate Commercial Expanded Market Program
Surety
& Fidelity Bond Market – Underwritten through CNA Surety
Bond Applications
The following
bond applications are provided for the sole use of Allstate Insurance
agents. Always include you social security number and/or Tax ID number; agency
name and address; and agency code #29-16886 with all applications and
correspondence.
ATTENTION: Allstate
Agents New to the Bond Program –
1. Visit the Willis National Bond Program web site to complete and accept the terms of the Willis Brokerage Agreement. Once an agreement has been signed, proceed to Step 2.
2. Complete and submit the Allstate
Agent Enrollment Form.
This initial information is needed in order for you to enroll in the bond program.
| Commercial
Bond Applications |
Applicants may find the following guidelines helpful:
Guidelines for Completing Form 10 & 10-E Applications / Cancellation Guidelines |
| Form
10 Application |
IL Insurance Producer Bond Application |
| Form
10 Application w/OH Fraud – Submit for AR, CO, FL, KY, ME, NM & OH |
|
Medicare Program Supplier Bond Application |
| Form
10-E Application |
Medicare Program Supplier Bond Supplement |
| Form
30 Application |
Notary
Public Bond Application |
| Form
40 Application |
Title Insurance Settlement Agent Application |
| Form
40-B Application |
WA Insurance Producer Bond Application |
| Form 60 - Financial Statement |
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| Contract
Bond Applications |
| FAST-Track
Bond Application –
Contracts up to $250,000 Single or $500,000 Aggregate |
| FAST-Track
Bond Supplement –
Use for existing FAST-Track accounts only |
| Fidelity
Bond Applications |
| Dishonesty
Bond Application
|
Janitorial
Services Bond Application |
| Dishonesty
Bond Application - TX |
Janitorial
Services Bond Application - TX |
| Dishonesty
Bond Application - ALOA Members Only |
| Pension
Trust Bond Application |
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| Errors
& Omissions Insurance Applications |
| Notary
Public Errors & Omissions Insurance Application |
| Tax
Preparers Errors & Omissions Insurance Application –
Use for: LA, ME, NH, NY & VA |
| Tax
Preparers Errors & Omissions Insurance Application – Use for: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV & WY |
Bond
Information Sheet
The Bond
Information Sheet was developed to aid your familiarity and understanding of Bonds and Errors & Omissions business. The sheet
provides a general description of coverages and prospecting ideas to enable
you to support your customer's needs. It also gives instructions on how
you can assist your customers when applying for each type of bond. Bond and Errors & Omissions business
can provide an excellent avenue to acquire additional insurance accounts.
Premium Billing – Direct Bill Program
All premiums for new and renewal bonds/polices are billed directly to your customer using the CNA Surety Direct Bill Program. This program saves you time and you still earn the same commission from Willis! To aid customers who may have questions, your agency’s name, address and phone number appears on all billing invoices sent.
New Business - Original Premium – When your client submits an application, if the bond/policy is approved, you will receive a letter/fax advising you accordingly. The bond/policy and invoice are mailed directly to your customer. We mail you a copy of the bond/policy for your records.
If the premium remains unpaid within 15 days, a second billing invoice is sent to the principal/insured for payment. If the Premium is not paid 30 days after that, the bond/policy is canceled for non-payment of premium. Bonds that require obligee releases before they are closed are referred for further collection activity. In either case, the premium charge is removed and you will not receive any commission from Willis.
Renewal Premiums – Approximately 60 days prior to the renewal date, a renewal billing invoice is sent directly to your customer. In the event the premium remains unpaid 30 days prior to the renewal date, a second renewal invoice is sent to your customer, reminding them that the renewal premium is due.
In the event renewal premiums are not received by the renewal dates, cancellation letters are sent on all bonds and polices that contain cancellation provisions. Bonds that require obligee releases before they are closed are referred for further collection activity. In either case, the premium charge is removed and you will not receive any commission from Willis.
If you have any questions
about the Direct Bill program, or have any other bonding needs, just give
us a call. We are the experts in the bonding industry, and we want
your business!
Rate
Cards
The following
rate cards provide an idea of the rates CNA Surety will charge your customers.
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